Create, Upload & Assign Tasks
URVA
facilitates you with option to allocate task in bulk, hence multiple tasks can be assigned to multiple users in one go. This saves lot of time & effort. To create new Tasks Manually follow the steps mentioned below:
One by One create tasks:
From URVA Home Page, go to Tasks
under
Operations
.
Now Pick an activity and Submit
Click on +
Tasks
.
- Click
One by One
for creating tasks one by one.
- Now select a stage " Insert or mobile or Public" to create a task.
- Under the
Form
tab, add the details that a user wants to edit.
Click on Submit
under Closure
.
Bulk Upload Tasks:
Go to Tasks
from the home page.
Now Pick an activity
and Submit
it.
Click on + Task
and then c
lick Bulk upload
for creating multiple tasks via a file upload.
Download the format in Excel by clicking on the Download template
.
Fill in the data and drop the file or UPLOAD
it.
Assign tasks manually:
From URVA home page, go to Tasks
.
Now Pick an activity
, level
, or territory
and Submit
it.
Click on the check box
against any of the tasks.
Click Assign User
from the top bar.
Choose the user from the pop-up window.
Click Submit
and the task will be assigned to the user.
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